8 results found
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pre populated fields in bills
Ability to Select and Edit Auto Populated Fields
Recent updates to Xero’s bill upload functionality have introduced several inefficiencies in the auto population process.
Description Field:
Xero now pre populates the description field when bills are uploaded. The suggested text is not fit for purpose, as it includes unnecessary information—such as supplier name, the organisation’s own name, and invoice dates—which are already captured in other designated fields. In addition, the description field is restricted to a single line, resulting in all invoice line items being grouped together regardless of tax rate or account coding. This requires users to overwrite the…3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Change access to viewing outstanding bills from Xero suppliers
Allow Xero users with purchases access to see outstanding bills link from Xero suppliers.
Currently unless the supplier has used your log in address to send the bill, you are not able to see the remainder of the supplier's outstanding items. Allowing users with purchases access to this link would bypass unreliable clients while maintaining security.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Microsoft Office fie support
It would be very helpful to be able to attach files in Excel & Word, not just a pdf!
1 voteHi Kevin, just to check is this when uploading bills to Xero?
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consistent terminology for VAT
It would be good to have consistent terminology for VAT settings and drop down cells. System seems to flip between words tax and VAT.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Why has the print icon been removed from the bills attachments screen?
Put back the print option on the screen where incoming bills are shown. I need to be able to print these bills to get them signed off. Removing this incredibly valuable tool for a pointless summary button is beyond frustrating. There is now no way for me to print the actual bill from within Xero - Cannot believe how short sighted this is.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Repeating bills - due date beyond the following month, and previous year placeholder
There is no way to put a due date as "end of the fourth month after bill date". For example, in the UK, you may enter a bill for Corporation Tax of £50,000 in April 2026, which is not due for payment until 31st January 2027. Please can you allow us to manually enter how many months after the bill date the bill is due.
Also, please add "Previous Year" as a placeholder. For example, a bill on 1st January 2026 may be for services provided in 2025. Only the current year is included in placeholders at present.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Toggle if you want to use Organisation Defaults of Supplier Defaults for Draft Bills from email
Have the ability to toggle if you want Xero to use Organisation Defaults or Supplier Defaults for Draft Bills from email.
Currently it's a roughly 50/50 split on whether my supplier's invoices have their line items inclusive or exclusive of GST. It is immensely frustrating that Xero chooses to ignore the tax setting for the supplier on emailed draft invoices and the number of times I go to approve an invoice only to be told the totals don't match, is infuriating.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
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